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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,876 | $58,258-95.1% | $81,820-96.5% | $80,925-96.4% |
| Participation rate | 1.6% | 63.5%-61.8pp | 72.4%-70.8pp | 67.7%-66.0pp |
| Annual return | 13.92% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18 | $3,284-99.5% | $4,323-99.6% | $4,299-99.6% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |